AI Semiconductors
Tesla
Elon Musk's electric vehicle and robotics company, whose AI5 and AI6 self-driving and Optimus robot chips are manufactured through a split arrangement between Samsung Foundry and TSMC, with its TeraFab AI chip plant developed alongside Intel and its own hybrid data center and power-generation plant in Memphis, Tennessee supporting xAI's Colossus supercomputer. Tesla reported record Q2 2026 revenue of $28.24 billion (up 26% year-over-year) and its strongest-ever Q2 deliveries at 480,126 vehicles, though non-GAAP EPS of $0.33 missed consensus and fell 18% year-over-year, with shares down about 4% in after-hours trading on the results.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
National Aeronautics and Space Administration — $14,056,334: PROVIDE ENGINEERING SUPPORT TO SPECIAL PROJECTS
USAspending.gov · May 4, 2026
National Aeronautics and Space Administration — $4,932,048: ESTABLISH FY26 INCREMENTALLY FUNDED TASK ORDER FOR KENNEDY FACILITIES ENGINEERING SERVICES IV (KFESS IV)
USAspending.gov · Oct 1, 2025
National Aeronautics and Space Administration — $2,890,330: KENNEDY FACILITIES ENGINEERING SUPPORT SERVICES III (KFESS III) FISCAL YEAR 25 INCREMENTALLY FUNDED TASK ORDER.
USAspending.gov · Oct 1, 2024
Department of Homeland Security — $1,615,677: THE PURPOSE OF TASK ORDER NO. 70T01021F6400N001 IS TO PROVIDE REVENUE SUPPORT SERVICES FOR THE TSA CHIEF FINANCE OFFICE, REVENUE DIVISION.
USAspending.gov · Nov 1, 2021
Department of Veterans Affairs — $973,239: CONSTRUCTION MANAGEMENT SERVICES
USAspending.gov · Sep 30, 2022
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
6 sources · 1 government/SEC filing · 77% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Tesla, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- TechCrunch / Bloomberg — Tesla expands NVIDIA GPU training cluster toward 100,000 H100-equivalents while restarting Dojo65% source confidence
- Electrek — Tesla's AI5 chip production split between Samsung and TSMC78% source confidence
- Bloomberg — Tesla raises 2026 capex to $25B for AI and robotics as Optimus Gen 3 mass production begins74% source confidence
- TechCrunch / Electrek — Tesla expands Robotaxi to Orlando and Tampa, seventh and eighth US metros, ahead of Q2 earnings70% source confidence
- CNBC / Electrek — Tesla posts record Q2 2026 revenue of $28.24B but misses on profit as deliveries jump 25%82% source confidence
Latest Activity
- FilingTesla filed an 8-K (items 2.02,9.01)8-K
- FilingTesla filed an 8-K (items 2.02,9.01)8-K
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Tesla depends on below, and who depends on Tesla above — click any node to make it the new center, 5 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Reignited chatter about a possible Tesla-SpaceX merger
30% confidenceElon Musk has reportedly discussed with colleagues the possibility of merging Tesla and SpaceX into a single combined entity, which analysts estimate could be valued at roughly $3.35-3.6 trillion — spanning rockets, satellites, electric vehicles, AI infrastructure, and energy storage.
Reported by CNBC, citing people familiar with the discussions; no merger has been proposed formally or confirmed by either company, and prediction markets place the odds well under even.
CNBC · May 26, 2026
Reportedly negotiating a $2.9B solar equipment purchase from Chinese suppliers
40% confidenceTesla is reportedly in talks to buy roughly $2.9 billion worth of solar manufacturing equipment from Chinese suppliers, including Suzhou Maxwell Technologies, as part of a plan to add 100 gigawatts of US solar capacity.
Reported by Reuters, citing two people familiar with the matter; Tesla has not confirmed the talks or a specific supplier list.
Reuters (via CNBC) · Mar 20, 2026
Tesla's Timeline
A sourced, dated history of Tesla's key moments — founding to present.
Jan 2026 · Raises capex to $25B for AI and robotics
Tesla raised 2026 capex to $25 billion for AI and robotics as Optimus Gen 3 mass production began, with AI5/AI6 chip production split between Samsung Foundry and TSMC.
Feb 2026 · Shifts FSD to subscription-only model; loses global EV sales lead to BYD
Tesla largely eliminated one-time Full Self-Driving purchases (previously up to $15,000) in favor of a $99/month subscription-only model, driving the largest quarterly growth in FSD subscriptions in company history in Q2 2026; Musk confirmed unsupervised FSD for consumer vehicles would not arrive before Q4 2026 at the earliest, extending a decade-long pattern of delayed autonomy timelines. Separately, BYD overtook Tesla in global fully electric vehicle sales for Q2 2026, delivering 557,090 EVs versus Tesla's roughly 396,500, a gap driven by BYD's aggressive overseas expansion.
Jul 2026 · Record Q2 2026 revenue, profit miss
Tesla reported record Q2 2026 revenue of $28.24 billion (up 26% year-over-year) on its strongest-ever Q2 deliveries of 480,126 vehicles, but non-GAAP EPS of $0.33 missed consensus and fell 18% year-over-year, sending shares down about 4% in after-hours trading.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Tesla ↔ Elon Musk
2024–2026
Elon Musk directed Tesla's AI5/AI6 custom silicon roadmap, splitting production between Samsung Foundry and TSMC to reduce single-source supply risk.
Now
Tesla is led by CEO Elon Musk, who also directs its AI5/AI6 chip strategy split between Samsung Foundry and TSMC.